Wisconsin Masons 401(K) Plan And Trust — Form 5500 plan (The Board Of Trustees Of The Wisconsin Masons 401(K) Plan And Trust)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wisconsin Masons 401(K) Plan And Trust is a benefit plan reported by The Board Of Trustees Of The Wisconsin Masons 401(K) Plan And Trust under EIN 39-2008571 and plan number 001. The latest loaded filing year is 2023. The filing reports 695 participants and $25,348,347 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Board Of Trustees Of The Wisconsin Masons 401(K) Plan And Trust
- EIN
- 39-2008571
- Plan number
- 001
- Plan type
- 1
- Location
- Madison, WI
- Latest filing year
- 2023
- Participants
- 695
- End-of-year plan assets
- $25,348,347
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 695 | H, C | 20250314170756NAL0022790513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,348,347
- Total liabilities (EOY)
- $10,625
- Net assets (EOY)
- $25,337,722
- Net assets (BOY)
- $22,999,667
Income & contributions
- Participant contributions
- $1,210,428
- Total contributions
- $1,210,428
- Total income / additions
- $5,747,224
Expenses & distributions
- Benefits paid
- $3,277,709
- Administrative expenses
- $131,460
- Total expenses
- $3,409,169
- Net increase / (decrease)
- $2,338,055
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance | NONE | $37,856 | $0 | 2023 |
| Reinhart Boerner Van Deuren S.C. | NONE | $21,642 | not reported in the loaded dataset | 2023 |
| Benefit Plan Administration | NONE | $17,889 | not reported in the loaded dataset | 2023 |
| Pension Group Financial Group LLC | NONE | $14,417 | not reported in the loaded dataset | 2023 |
| Sikich Cpa LLC | NONE | $11,000 | not reported in the loaded dataset | 2023 |
| The Previant Law Firm | NONE | $8,163 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Board Of Trustees Of The Wisconsin Masons 401(K) Plan And Trust
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Madison, WI
- Empower Annuity Insurance — Schedule C compensation
- Reinhart Boerner Van Deuren S.C. — Schedule C compensation
- Benefit Plan Administration — Schedule C compensation
- Pension Group Financial Group LLC — Schedule C compensation
- Sikich Cpa LLC — Schedule C compensation
- The Previant Law Firm — Schedule C compensation